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Start for FreeAlicia Michels
Director, Sales Support Associates @Avantax Planning Partners
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WORK HISTORY
Director, Sales Support Associates @Avantax Planning Partners
Dubuque, IA, US
Avantax, Inc. was acquired by Cetera Financial Holdings in November 2023. Today, Avantax is a unique community within Cetera Holdings.
EDUCATION
Mount Mercy University
Bachelor's Degree, Marketing & Finance
ABOUT ALICIA MICHELS
Avantax Planning Partners is a financial planning, tax focused, wealth management firm with over $13 billion in assets under management (as of 11/30/25). Avantax Planning Partners offers a turnkey wealth management program for CPA affiliates, while delivering comprehensive tax and financial planning services, client development, training, marketing, compliance service, and related services.As the Director, Sales Support Associates, I collaborate with our President and Director, Financial Planning Consultants to build, manage and develop our team of financial planning consultants and financial support associates to deliver a streamlined experience for our clients and CPA affiliates. Core responsibilities include assessing and implementing client service and client development strategies along with the development of our internal and satellite financial advisory teams. Also collaborate with corporate development and onboarding team to execute on successful integrations of incoming acquisitions to APP.Licensed life and health insurance agent. Financial Paraplanner Qualified Professional thru the College for Financial Planning.
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